Achieving your long-term financial goals whilst minimising risk
One of the most effective ways to manage investment risk is to spread your money across a range of assets that, historically, have tended to perform differently in the same circumstances. This is called ‘diversification’ – reducing the risk of your portfolio by choosing a mix of investments.?
Saving flexibly for a first home and retirement
Lifetime Individual Savings Accounts are being launched by the Government to help 18 to 40-year-olds to save and invest flexibly for the long term. The aim is that people will not have to choose between saving for their first home and retirement.
Taking preventative action is essential
With careful planning and professional financial advice, it is possible to take preventative action to either reduce your beneficiaries’ potential Inheritance Tax bill or mitigate it out altogether.
Warde Graham is authorised and regulated by the Financial Conduct Authority no: 225466 and is bound by its rules. Your home may be repossessed if you do not keep up repayments on your mortgage. Will writing is not regulated by the Financial Conduct Authority.